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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
701
CFM Wealth Partners
Texas
$90K -$19.1K -139 -17%
WPA
702
West Paces Advisors
Georgia
$87.4K
PMFA
703
Plante Moran Financial Advisors
Michigan
$87K
RIM
704
Rockbridge Investment Management
New York
$86K +$87.7K +639 New
SNT
705
Security National Trust
West Virginia
$81K -$28K -204 -25%
MLFP
706
MPS Loria Financial Planners
Illinois
$81K +$82.3K +600 New
QCMC
707
Quantum Capital Management (California)
California
$80K -$21.7K -158 -21%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$80K
SIAS
709
Shine Investment Advisory Services
Colorado
$80K
TCCM
710
Timber Creek Capital Management
Massachusetts
$80K
SAM
711
S.A. Mason
Michigan
$77K -$24K -175 -23%
BAM
712
Bellevue Asset Management
Washington
$76K
CHC
713
City Holding Co
West Virginia
$70K
ZB
714
Zions Bancorporation
Utah
$68K +$3.71K +27 +6%
TF
715
Tompkins Financial
New York
$67K -$9.61K -70 -12%
EW
716
Evoke Wealth
California
$65K -$64.8K -472 -49%
AF
717
Allworth Financial
California
$65K -$11.1K -81 -14%
GRP
718
Global Retirement Partners
California
$65K +$9.06K +66 +16%
TIM
719
Tortoise Investment Management
New York
$64K
THWM
720
Taylor Hoffman Wealth Management
Virginia
$64K +$65K +474 New
IA
721
IFP Advisors
Florida
$62K +$15K +109 +32%
FWM
722
Focused Wealth Management
New York
$61K +$686 +5 +1%
LF
723
Lee Financial
Texas
$60K
POIA
724
Pin Oak Investment Advisors
Texas
$58K
FRA
725
Front Row Advisors
California
$57K